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Pathstone Family Office’s NeoGenomics NEO Stock Holding History

Pathstone Family Office’s Portfolio NEO Stock Details NEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-28,413
Closed -$63.7K – 1314
2022
Q4 		$63.7K Buy
+28,413
New +$265K ﹤0.01% 1198
2021
Q1 		– Sell
-13
Closed -$1K – 1102
2020
Q4 		$1K Hold
13
– – ﹤0.01% 1106
2020
Q3 		$0 Sell
13
-13
-50% -$483 ﹤0.01% 927
2020
Q2 		$0 Sell
26
-74
-74% -$2.05K ﹤0.01% 888
2020
Q1 		$3K Buy
+100
New +$3K ﹤0.01% 665

Other funds holding NEO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pathstone Family Office's NEO Position: Q1 2023 in Review

Pathstone Family Office sold out of NeoGenomics (NEO) in Q1 2023, closing a stake of 28,413 shares — an estimated $63.7K sold.

Pathstone Family Office first reported a position in NEO in Q1 2020 and held it in 5 quarters. The position peaked at $63.7K in Q4 2022. 256 funds tracked by Wall St. Rank hold NEO as of Q1 2023.

  • Pathstone Family Office reported no remaining NeoGenomics position as of Q1 2023 after selling out during the quarter.
  • Pathstone Family Office sold 28,413 NeoGenomics shares in Q1 2023, an estimated $63.7K.
  • Pathstone Family Office first reported a position in NeoGenomics in Q1 2020 and held it in 5 quarters.
  • Pathstone Family Office's NeoGenomics position peaked at $63.7K in Q4 2022.
  • 256 funds tracked by Wall St. Rank held NeoGenomics as of Q1 2023.

Based on Pathstone Family Office's 13F filing for Q1 2023, filed 15 May 2023.